Wealth Operations Sr Tax Manager

{
  "content_hash": "810361376b92ea719839466ceedd27f2485d510f3b929066e76de84fc7f3470a",
  "source_hash": "119a635161f64a0e2aeb703c49adf5cf2655ba366fc842c3d277164e1aed2f6c",
  "last_changed_at": "2026-06-06T11:44:40.305Z",
  "active_status": "active"
}

{
  "language": "en",
  "location": {
    "raw": "Boston, MA, United States",
    "city": "Boston",
    "region": "MA",
    "country": "United States",
    "is_remote": false,
    "confidence": 0.8
  },
  "salary_max": 183300,
  "salary_min": 111574,
  "inferred_at": "2026-06-06T11:44:40.249Z",
  "launch_scope": {
    "reason": "english_us_canada",
    "included": true,
    "language": "en",
    "location": {
      "raw": "Boston, MA, United States",
      "city": "Boston",
      "region": "MA",
      "country": "United States",
      "is_remote": false,
      "confidence": 0.8
    },
    "countries": [
      "United States"
    ]
  },
  "remote_policy": null,
  "salary_period": "year",
  "workplace_type": null,
  "salary_currency": "USD"
}

{}

{
  "detail": {
    "Id": "4167",
    "Title": "Wealth Operations Sr Tax Manager",
    "media": [],
    "skills": [],
    "JobType": null,
    "Category": "Wealth Management Sales & Service",
    "JobGrade": null,
    "JobLevel": null,
    "JobShift": null,
    "WorkDays": null,
    "WorkHours": null,
    "WorkYears": null,
    "Department": null,
    "HotJobFlag": false,
    "StudyLevel": "Bachelor's Degree",
    "WorkMonths": null,
    "WorkerType": null,
    "GeographyId": 300000002528192,
    "JobFamilyId": 300000079974739,
    "JobFunction": "EWM Operations",
    "JobSchedule": "Full time",
    "BusinessUnit": null,
    "ContractType": null,
    "Organization": null,
    "TrendingFlag": false,
    "workLocation": [
      {
        "Country": "US",
        "Region1": "Suffolk",
        "Region2": "MA",
        "Region3": null,
        "Building": null,
        "Latitude": "42.35728",
        "Longitude": "-71.05254",
        "LocationId": 300000252764637,
        "PostalCode": "02110",
        "TownOrCity": "Boston",
        "AddressLine1": "125 High St",
        "AddressLine2": null,
        "AddressLine3": null,
        "AddressLine4": null,
        "LocationName": "Boston High Street"
      }
    ],
    "ContentLocale": "en",
    "HiringManager": null,
    "LegalEmployer": null,
    "RequisitionId": 300000348957445,
    "WorkplaceType": "",
    "BusinessUnitId": 300000091379811,
    "OrganizationId": 300000300213737,
    "GeographyNodeId": 100000302299843,
    "JobFunctionCode": "EWMOPS",
    "LegalEmployerId": 300000002484569,
    "PrimaryLocation": "Boston, MA, United States",
    "RequisitionType": "Staff",
    "NumberOfOpenings": null,
    "WorkplaceTypeCode": null,
    "BeFirstToApplyFlag": true,
    "otherWorkLocations": [],
    "secondaryLocations": [],
    "ExternalContactName": null,
    "ShortDescriptionStr": "The Senior Manager of Tax Operations is responsible for the overall leadership, governance, and continuous improvement of the wealth tax operations function. This role ensures delivery of high-quality tax services to clients, strengthens relationships with Account Officers and internal stakeholders, oversees vendor performance, and maintains a robust control environment aligned with regulatory and audit expectations. The role requires deep expertise in trust and wealth-related tax matters and the ability to operate effectively in a highly regulated environment.",
    "ExternalContactEmail": null,
    "ExternalPostedEndDate": null,
    "OtherRequisitionTitle": null,
    "requisitionFlexFields": [
      {
        "Value": "$111,574 to $183,300",
        "Prompt": "Hiring Range",
        "ControlType": "TextArea",
        "SequenceNumber": 8
      }
    ],
    "ApplyWhenNotPostedFlag": true,
    "DomesticTravelRequired": null,
    "ExternalDescriptionStr": "<p><i>Hiring Range: </i><span style=\"font-family: Aptos, sans-serif;\"><span style=\"font-size: 11pt;\">$111,574 to $183,300</span></span></p><p><i>Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. Eastern offers a robust benefits and retirement package. Please see the description of benefits included with this job posting for additional information.</i></p><p>The Senior Manager of Tax Operations is responsible for the overall leadership, governance, and continuous improvement of the wealth tax operations function. This role ensures delivery of high-quality tax services to clients, strengthens relationships with Account Officers and internal stakeholders, oversees vendor performance, and maintains a robust control environment aligned with regulatory and audit expectations. The role requires deep expertise in trust and wealth-related tax matters and the ability to operate effectively in a highly regulated environment.</p><p><span style=\"font-family: Calibri, sans-serif;\"><span style=\"font-size: 10.5pt; line-height: 115%;\"><strong><u>MAJOR RESPONSIBILITIES</u>:&nbsp;</strong></span></span></p><ul style=\"list-style-type: disc;\"><li style=\"line-height: normal; margin-bottom: 0in; vertical-align: baseline;\"><span style=\"font-family: Calibri, sans-serif;\">Provide strategic leadership and oversight of the tax operations function, ensuring accurate, timely, and high-quality delivery of tax services to clients.</span></li><li style=\"line-height: normal; margin-bottom: 0in; vertical-align: baseline;\"><span style=\"font-family: Calibri, sans-serif;\">Partner closely with Account Officers and Relationship Managers to support client needs, address complex tax-related inquiries, and deliver a high level of service and responsiveness.</span></li><li style=\"line-height: normal; margin-bottom: 0in; vertical-align: baseline;\"><span style=\"font-family: Calibri, sans-serif;\">Ensure the team consistently delivers a strong client experience by maintaining high standards for accuracy, timeliness, and communication.</span></li><li style=\"line-height: normal; margin-bottom: 0in; vertical-align: baseline;\"><span style=\"font-family: Calibri, sans-serif;\">Act as an escalation point for complex client situations, ensuring issues are resolved effectively and professionally.</span></li><li style=\"line-height: normal; margin-bottom: 0in; vertical-align: baseline;\"><span style=\"font-family: Calibri, sans-serif;\">Serve as the primary relationship manager for external tax vendors.</span></li><li style=\"line-height: normal; margin-bottom: 0in; vertical-align: baseline;\"><span style=\"font-family: Calibri, sans-serif;\">Establish and monitor service level agreements (SLAs), performance metrics, and quality standards.</span></li><li style=\"line-height: normal; margin-bottom: 0in; vertical-align: baseline;\"><span style=\"font-family: Calibri, sans-serif;\">Conduct regular vendor reviews and hold partners accountable for accuracy, timeliness, and service delivery.</span></li><li style=\"line-height: normal; margin-bottom: 0in; vertical-align: baseline;\"><span style=\"font-family: Calibri, sans-serif;\">Lead issue resolution and escalation with vendors, driving corrective actions and long-term improvements.</span></li><li style=\"line-height: normal; margin-bottom: 0in; vertical-align: baseline;\"><span style=\"font-family: Calibri, sans-serif;\">Collaborate with vendors on process enhancements, system integrations, and capacity planning.</span></li><li style=\"line-height: normal; margin-bottom: 0in; vertical-align: baseline;\"><span style=\"font-family: Calibri, sans-serif;\">Lead initiatives to continuously improve the tax operations function, focusing on scalability, efficiency, and control.</span></li><li style=\"line-height: normal; margin-bottom: 0in; vertical-align: baseline;\"><span style=\"font-family: Calibri, sans-serif;\">Drive standardization of processes, policies, and controls across the organization.</span></li><li style=\"line-height: normal; margin-bottom: 0in; vertical-align: baseline;\"><span style=\"font-family: Calibri, sans-serif;\">Oversee the development and maintenance of comprehensive documentation, including SOPs, workflows, and control frameworks.</span></li><li style=\"line-height: normal; margin-bottom: 0in; vertical-align: baseline;\"><span style=\"font-family: Calibri, sans-serif;\">Identify opportunities to leverage technology (e.g., SharePoint, workflow automation tools) to enhance efficiency and auditability.</span></li><li style=\"line-height: normal; margin-bottom: 0in; vertical-align: baseline;\"><span style=\"font-family: Calibri, sans-serif;\">Establish and monitor key performance indicators (KPIs) to measure operational effectiveness.</span></li><li style=\"line-height: normal; margin-bottom: 0in; vertical-align: baseline;\"><span style=\"font-family: Calibri, sans-serif;\">Ensure full compliance with IRS, state, and regulatory requirements applicable to tax operations.</span></li><li style=\"line-height: normal; margin-bottom: 0in; vertical-align: baseline;\"><span style=\"font-family: Calibri, sans-serif;\">Maintain a strong control environment, including oversight of reconciliations, reviews, and approvals.</span></li><li style=\"line-height: normal; margin-bottom: 0in; vertical-align: baseline;\"><span style=\"font-family: Calibri, sans-serif;\">Serve as the primary point of contact for internal audit, external audit, and regulatory examinations, ensuring timely and accurate responses.</span></li><li style=\"line-height: normal; margin-bottom: 0in; vertical-align: baseline;\"><span style=\"font-family: Calibri, sans-serif;\">Address audit findings and regulatory matters by developing and implementing remediation plans.</span></li><li style=\"line-height: normal; margin-bottom: 0in; vertical-align: baseline;\"><span style=\"font-family: Calibri, sans-serif;\">Proactively identify and mitigate operational and compliance risks.</span></li></ul><p style=\"line-height: normal; margin-bottom: 0in; vertical-align: baseline;\">&nbsp;</p><p style=\"line-height: 12pt; margin-left: 13.5pt; text-align: justify; text-indent: -13.5pt;\"><span style=\"font-family: Calibri, sans-serif;\"><span style=\"font-size: 10.5pt;\"><strong><u>PROBLEM SOLVING &amp; DECISION MAKING</u>:</strong></span><span><strong>&nbsp;</strong></span></span></p><p>Exercises a high level of independent judgment in managing operational, regulatory, and client related issues. Balances risk, client impact, and operational efficiency when making strategic decisions. Leads resolution of complex, cross-functional issues with significant business impact.</p><p style=\"line-height: 12pt; margin-left: 13.5pt; text-align: justify; text-indent: -13.5pt;\"><span style=\"font-family: Calibri, sans-serif;\"><span style=\"font-size: 10.5pt;\"><strong><u>REQUIREMENTS</u>:</strong></span>&nbsp;</span></p><p style=\"line-height: 12pt; margin-left: 0.25in; text-indent: -0.25in;\"><span style=\"font-family: Calibri, sans-serif;\"><span>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span><strong><u>Education and Experience</u></strong>&nbsp;</span></p><ul style=\"list-style-type: disc;\"><li><p style=\"line-height: normal; margin-bottom: 0in; vertical-align: baseline;\"><span style=\"font-family: Calibri, sans-serif;\">Bachelor’s degree in Accounting, Finance, or a related field required.</span></p></li><li><p style=\"line-height: normal; margin-bottom: 0in; vertical-align: baseline;\"><span style=\"font-family: Calibri, sans-serif;\">Advanced degree or professional certification preferred (e.g., CPA, JD, or equivalent).</span></p></li><li><p style=\"line-height: normal; margin-bottom: 0in; vertical-align: baseline;\"><span style=\"font-family: Calibri, sans-serif;\">6–10+ years of experience in tax operations, wealth management, or financial services.</span></p></li><li><p style=\"line-height: normal; margin-bottom: 0in; vertical-align: baseline;\"><span style=\"font-family: Calibri, sans-serif;\">Direct experience with trust and fiduciary tax matters, including familiarity with Forms 1041, trust distributions, and fiduciary tax considerations.</span></p></li><li><p style=\"line-height: normal; margin-bottom: 0in; vertical-align: baseline;\"><span style=\"font-family: Calibri, sans-serif;\">Significant experience managing complex tax processes and working with external tax vendors.</span></p></li><li><p style=\"line-height: normal; margin-bottom: 0in; vertical-align: baseline;\"><span style=\"font-family: Calibri, sans-serif;\">Prior leadership or management experience preferred.</span></p></li></ul><p style=\"line-height: 12pt; margin-left: 0.25in;\">&nbsp;</p><p style=\"margin-left: 0.25in;\"><span style=\"font-family: Calibri, sans-serif;\"><strong><u>Skills/Knowledge</u></strong>&nbsp;</span></p><ul style=\"list-style-type: disc;\"><li><p style=\"line-height: normal; margin-bottom: 0in; vertical-align: baseline;\"><span style=\"font-family: Calibri, sans-serif;\">Deep expertise in wealth and fiduciary tax reporting, withholding, and compliance requirements.</span></p></li><li><p style=\"line-height: normal; margin-bottom: 0in; vertical-align: baseline;\"><span style=\"font-family: Calibri, sans-serif;\">Strong understanding of trust, estate, and high-net-worth client tax considerations.</span></p></li><li><p style=\"line-height: normal; margin-bottom: 0in; vertical-align: baseline;\"><span style=\"font-family: Calibri, sans-serif;\">Proven ability to engage with Account Officers and clients to resolve complex tax questions and provide operational guidance.</span></p></li><li><p style=\"line-height: normal; margin-bottom: 0in; vertical-align: baseline;\"><span style=\"font-family: Calibri, sans-serif;\">Strong leadership, team development, and stakeholder management capabilities.</span></p></li><li><p style=\"line-height: normal; margin-bottom: 0in; vertical-align: baseline;\"><span style=\"font-family: Calibri, sans-serif;\">Demonstrated success in vendor management and performance oversight.</span></p></li><li><p style=\"line-height: normal; margin-bottom: 0in; vertical-align: baseline;\"><span style=\"font-family: Calibri, sans-serif;\">Experience leading process improvement, standardization, and control design initiatives.</span></p></li><li><p style=\"line-height: normal; margin-bottom: 0in; vertical-align: baseline;\"><span style=\"font-family: Calibri, sans-serif;\">Strong understanding of audit, regulatory expectations, and risk management frameworks.</span></p></li><li><p style=\"line-height: normal; margin-bottom: 0in; vertical-align: baseline;\"><span style=\"font-family: Calibri, sans-serif;\">Excellent communication skills, with the ability to translate complex tax concepts into actionable guidance for business partners.</span></p></li></ul><p style=\"line-height: 12pt;\">&nbsp;</p><p style=\"line-height: 12pt; margin-left: 0.5in; text-indent: -0.25in;\"><span style=\"font-family: Calibri, sans-serif;\"><strong><u>Working Conditions:</u></strong></span></p><p style=\"margin-left: 0.25in;\"><span style=\"font-family: Calibri, sans-serif;\"><strong>PHYSICAL DEMANDS&nbsp;</strong></span></p><p style=\"margin-left: 0.25in;\"><span style=\"font-family: Calibri, sans-serif;\">While performing the duties of this job, the employee must be able to remain in a stationary position 50% of the time. &nbsp;The employee frequently is required to operate a computer and other office productivity machinery, such as a calculator, copy machine, and printer. &nbsp;The employee is occasionally required to move about inside the office to access file cabinets, office machinery, etc. &nbsp;They also occasionally travel to locations outside of the facility, to attend meetings, trainings, events, and other business activities. &nbsp;The employee occasionally positions self to maintain or access files in file cabinets. &nbsp;The employee must have the ability to communicate information and ideas so others will understand. &nbsp;Must be able to exchange accurate information in these situations. The employee frequently observes details at close range (within a few feet of the observer). The employee must occasionally lift and/or move boxes or equipment up to 20 pounds across office for various needs. &nbsp;</span></p><p style=\"margin-left: 0.25in;\"><span style=\"font-family: Calibri, sans-serif;\"><strong>WORK ENVIRONMENT&nbsp;</strong></span></p><p style=\"margin-left: 0.25in;\">Persons holding this position are generally subject to inside environmental conditions having the lighting, temperature, and noise level of an open floor-plan office environment (moderate, but occasionally loud at times). This role routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets.&nbsp;</p><p style=\"line-height: normal; margin-bottom: 0in; vertical-align: baseline;\">&nbsp;</p>",
    "ObjectVerNumberProfile": null,
    "PrimaryLocationCountry": "US",
    "CorporateDescriptionStr": "<div>\n At Eastern Bank, we pride ourselves on supporting our employees by offering tremendous opportunity for individual growth. As an inclusive company, we work to ensure that our valued employees are treated fairly, recognized for their individuality, and encouraged to reach their fullest potential. These values have earned us a reputation as a great place to work and provide a strong reason why you should consider a career with us. We are proud to offer comprehensive compensation plans and a benefits program called Total Rewards that includes medical, dental, vision, life and disability insurance, retirement, vacation and tuition reimbursement.\n</div>\n<div>\n <br/>\n</div>\n<div>\n Eastern Bank is an equal opportunity employer.&nbsp; All job applicants will be considered for employment without regard to race, color, religious creed, national origin, sex, sexual orientation, gender identity, genetic information, military service, age, ancestry, or disability.\n</div>\n<div>\n <br/>\n</div>\n<div>\n At Eastern Bank, we are dedicated to building a diverse, equitable, inclusive and authentic workplace. If you’re excited about this role but your experience doesn’t fully align with every qualification, we still encourage you to apply! You may be just the right candidate for this position or others across the company. Our Recruitment team is waiting to chat with YOU.\n</div>",
    "ExternalPostedStartDate": "2026-05-29T17:21:56+00:00",
    "ExternalQualificationsStr": "",
    "InternalQualificationsStr": "",
    "OrganizationDescriptionStr": "",
    "primaryLocationCoordinates": [
      {
        "Latitude": "42.35866",
        "Longitude": "-71.05674",
        "CountryCode": "US",
        "GeographyId": 300000002528192,
        "GeographyNodeId": 100000302299843
      }
    ],
    "ExternalResponsibilitiesStr": "",
    "InternalResponsibilitiesStr": "",
    "InternationalTravelRequired": null
  },
  "list_job": {
    "Id": "4167",
    "Title": "Wealth Operations Sr Tax Manager",
    "JobType": null,
    "Distance": 1780012800000,
    "JobShift": null,
    "Language": "US",
    "WorkDays": null,
    "JobFamily": null,
    "Relevancy": 4,
    "WorkHours": null,
    "Department": null,
    "HotJobFlag": false,
    "PostedDate": "2026-05-29",
    "StudyLevel": null,
    "WorkerType": null,
    "GeographyId": 300000002528192,
    "JobFunction": null,
    "JobSchedule": null,
    "BusinessUnit": null,
    "ContractType": null,
    "ManagerLevel": null,
    "Organization": null,
    "TrendingFlag": false,
    "workLocation": [
      {
        "Country": "US",
        "Region1": "Suffolk",
        "Region2": "MA",
        "Region3": null,
        "Building": null,
        "Latitude": 42.35728,
        "Longitude": -71.05254,
        "LocationId": 300000252764637,
        "PostalCode": "02110",
        "TownOrCity": "Boston",
        "AddressLine1": "125 High St",
        "AddressLine2": null,
        "AddressLine3": null,
        "AddressLine4": null,
        "LocationName": "Boston High Street"
      }
    ],
    "LegalEmployer": null,
    "MediaThumbURL": null,
    "WorkplaceType": "",
    "BusinessUnitId": 300000091379811,
    "OrganizationId": 300000300213737,
    "PostingEndDate": null,
    "LegalEmployerId": 300000002484569,
    "PrimaryLocation": "Boston, MA, United States",
    "WorkDurationYears": null,
    "WorkplaceTypeCode": null,
    "BeFirstToApplyFlag": true,
    "WorkDurationMonths": null,
    "otherWorkLocations": [],
    "secondaryLocations": [],
    "ShortDescriptionStr": "The Senior Manager of Tax Operations is responsible for the overall leadership, governance, and continuous improvement of the wealth tax operations function. This role ensures delivery of high-quality tax services to clients, strengthens relationships with Account Officers and internal stakeholders, oversees vendor performance, and maintains a robust control environment aligned with regulatory and audit expectations. The role requires deep expertise in trust and wealth-related tax matters and the ability to operate effectively in a highly regulated environment.",
    "requisitionFlexFields": [],
    "DomesticTravelRequired": null,
    "PrimaryLocationCountry": "US",
    "ExternalQualificationsStr": null,
    "ExternalResponsibilitiesStr": null,
    "InternationalTravelRequired": null
  },
  "detail_meta": {
    "url": "https://gka.fa.us1.oraclecloud.com/hcmRestApi/resources/latest/recruitingCEJobRequisitionDetails?expand=all&onlyData=true&finder=ById;Id=%224167%22,siteNumber=CX",
    "http_status": 200,
    "content_type": "application/json",
    "response_bytes": 18151
  },
  "detail_errors": []
}